Existing Deposit - Warning

Overview

Sends a warning field tag when an Opportunity may be double counting Deposit accounts. Deposit average balance is compared using a default threshold of +/- $100. This article will cover testing the skill, and viewing and enabling it in PrecisionLender.

 

In This Article

 

Testing the Skill

Prior to enabling the skill for Everyone, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to enable the skill for your Testing audience:

  • Select Testing under the Audiences section.
  • In the Version drop down, choose a version of the skill that you would like to test.
  • Select Save to enable the skill for the Testing audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Testing audience.

 

Viewing the Skill in PrecisionLender

shows the skill message in Andi

If you enter a deposit within +/- $100 of an existing balance, Andi® will display the following message: 'This Opportunity may be double counting Deposit accounts'.  Click the hyperlinked message to be taken to the Deposit tab.

 

balance_field.png

You can also hover your mouse over the Balance field on the Deposit tab to view a similar message. Click the hyperlinked message to be taken to the Relationship tab.

Note: Always remember to save the opportunity to apply any changes.

 

Enabling the Skill for Everyone

After you've viewed and tested the skill, you are ready to enable the skill for Everyone.

  • Navigate back to the skill details page for the skill you were testing.
  • In the Audiences section, select the Everyone audience and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, this will automatically be available for selection in the list.
  • Select Save to enable the skill for everyone.

Note: After enabling the skill for everyone, we recommend disabling it for the Testing audience. 

 

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